Sanmina (NASDAQ:SANM) Updates Q4 2026 Earnings Guidance

Sanmina (NASDAQ:SANM) issued an update on its fourth quarter 2026 earnings guidance on Monday. The company provided earnings per share guidance of 3.050-3.350 for the period, compared to the consensus earnings per share estimate of 2.810. The company issued revenue guidance of $3.3 billion-$3.6 billion, compared to the consensus revenue estimate of $3.5 billion. Sanmina also updated its FY 2026 guidance to 11.900-12.200 EPS.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the company. Weiss Ratings upgraded Sanmina from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday, July 15th. Zacks Research cut Sanmina from a “strong-buy” rating to a “hold” rating in a research note on Monday, June 29th. Wall Street Zen downgraded Sanmina from a “strong-buy” rating to a “buy” rating in a report on Saturday, July 18th. Susquehanna began coverage on Sanmina in a research note on Wednesday, April 1st. They set a “neutral” rating and a $135.00 price objective for the company. Finally, JPMorgan Chase & Co. assumed coverage on Sanmina in a report on Monday, March 30th. They set a “neutral” rating and a $145.00 price objective on the stock. Two analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, Sanmina has a consensus rating of “Hold” and a consensus price target of $160.00.

Sanmina Stock Up 0.2%

NASDAQ SANM traded up $0.47 during trading hours on Monday, reaching $208.90. 1,248,089 shares of the company traded hands, compared to its average volume of 945,579. The stock has a market capitalization of $11.20 billion, a PE ratio of 44.16, a PEG ratio of 0.80 and a beta of 1.56. The company has a current ratio of 1.71, a quick ratio of 1.03 and a debt-to-equity ratio of 0.77. Sanmina has a 12 month low of $97.76 and a 12 month high of $288.68. The company has a 50 day moving average of $236.49 and a two-hundred day moving average of $187.01.

Sanmina (NASDAQ:SANM) last released its earnings results on Monday, July 27th. The electronics maker reported $3.31 earnings per share for the quarter, topping the consensus estimate of $2.77 by $0.54. The company had revenue of $3.46 billion during the quarter, compared to the consensus estimate of $3.40 billion. Sanmina had a net margin of 2.29% and a return on equity of 16.23%. Sanmina has set its Q4 2026 guidance at 3.050-3.350 EPS and its FY 2026 guidance at 11.900-12.200 EPS. As a group, equities analysts expect that Sanmina will post 9.36 earnings per share for the current year.

Insider Activity at Sanmina

In other Sanmina news, Director Joseph G. Licata, Jr. sold 26,565 shares of the stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $211.03, for a total transaction of $5,606,011.95. Following the transaction, the director owned 27,809 shares of the company’s stock, valued at $5,868,533.27. This trade represents a 48.86% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CFO Jonathan P. Faust sold 10,076 shares of the business’s stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $265.80, for a total value of $2,678,200.80. Following the completion of the sale, the chief financial officer owned 77,000 shares of the company’s stock, valued at $20,466,600. This trade represents a 11.57% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 156,509 shares of company stock worth $35,699,476 over the last quarter. 3.10% of the stock is owned by corporate insiders.

Institutional Trading of Sanmina

Institutional investors and hedge funds have recently modified their holdings of the business. Caitong International Asset Management Co. Ltd acquired a new position in shares of Sanmina in the 3rd quarter valued at about $26,000. Northwestern Mutual Wealth Management Co. raised its stake in Sanmina by 182.5% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 339 shares of the electronics maker’s stock worth $51,000 after acquiring an additional 219 shares during the period. Steward Partners Investment Advisory LLC raised its stake in Sanmina by 235.5% during the fourth quarter. Steward Partners Investment Advisory LLC now owns 369 shares of the electronics maker’s stock worth $55,000 after acquiring an additional 259 shares during the period. Kestra Advisory Services LLC bought a new position in Sanmina in the fourth quarter worth about $60,000. Finally, Danske Bank A S bought a new position in Sanmina in the third quarter worth about $69,000. 92.71% of the stock is owned by institutional investors and hedge funds.

Sanmina Company Profile

Sanmina Corporation is a leading global electronics manufacturing services (EMS) provider specializing in the design, production and end-to-end supply chain solutions for complex electronic products. Founded in 1980, the company has built a reputation for delivering high-reliability manufacturing across a wide range of industries, including communications, computing, aerospace and defense, medical, automotive and industrial sectors.

Sanmina’s core offerings encompass product design and engineering support, precision PCB fabrication and assembly, system integration, testing, and final system deployment.